MenuHuixian (Michelle) Li CFP®
About Me
Michelle commenced her financial planning career in 2012. She worked as a private and premium bank financial adviser in well-known institutions like Westpac and ANZ.
She specialises in providing holistic financial advice including superannuation, SMSF, investment, risk management, retirement planning, wealth creation, personal insurance and aged care.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Tax strategies
- Wealth management
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Years of Experience 9 Years
